Welcome to our Family Office Industry Briefing Series, produced in partnership with Charles Schwab. Part 2 of 3 of this report provides an insightful look into the direct investment activity of the global family office ecosystem.
The research contained within this report has been built with a bottom-up approach from our extensive family office dataset, as opposed to traditional small-sample survey data. As a result, we are able to share, for the very first time, robust and detailed insights into this impactful and previously opaque family office sector.
Single Family Office & Multi Family Office breakdowns by region
Assets under management distribution reports
Analysis of family wealth origins by key industries
Insights on family office exposure by asset class
Key differences & trends within the Single Family Office vs. Multi Family Office markets
Detailed breakdown of family office direct investment activity
Family office attribution by location, size, and industry
Analysis on family office industry of wealth creation & correlation to future investment activity
Deep dive into recent direct investment activity trends
Interview with Paul Ferguson of Charles Schwab
Release Date: Q4, 2020
"FINTRX offers highly detailed profiles of prospective family office investors, all information is up-to-date - a very high ROI database for our firm." - Matt Lusins, Convergence Investments
"To date, I have already received an investment from a family office that originated from FINTRX that I had no prior connection to whatsoever." - Kevin Dahwyler, Measure 8 Venture Partners
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